Filed January 30, 1991
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $741,308 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $289,632 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $144,118 |
BENXL TECHNOLOGIES, INC3+ years Filed as: BENXL TECHNOLOGIES Service code 15 · EIN 23-2694597 | Recordkeeping | $127,645 |
TROUTMAN SANDERS LLP3+ years Service code 29 · EIN 58-0946915 | Legal | $82,609 |
BLACKROCK2 years Filed as: BLACKROCK MSCI ACWI Service code 28 · EIN 45-1743707 | Investment Management | $55,696 |
IR&M2 years Service code 28 · EIN 37-6567224 | Investment Management | $48,985 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $22,000 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | -9.99% | 79.68%-89.7pp | 16.78%-26.8pp | 23.90%-33.9pp |
| Employer contribution / active EE | $7,000 | $21,735-67.8% | $26,328-73.4% | $16,539-57.7% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |